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The Mosaic Company

553 hedge funds and large institutions have $13B invested in The Mosaic Company in 2013 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 183 increasing their positions, 242 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

21% more capital invested

Capital invested by funds: $10.8B → $13B (+$2.25B)

8.6% more ownership

Funds ownership: 84%92.6% (+8.6%)

4% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 79

0% more funds holding

Funds holding: 552553 (+1)

20% less call options, than puts

Call options by funds: $361M | Put options by funds: $450M

24% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 242

Holders
553
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
16.05%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.52%
New
82
Increased
183
Reduced
242
Closed
79
Calls
$361M
Puts
$450M
Net Calls
-$89M
Net Calls Change
+$45.8M
Name Holding Trade Value Shares
Change
Change in
Stake
STB
201
S&T Bank
Pennsylvania
$4.48M -$137K -2,959 -3%
VAM
202
Visium Asset Management
New York
$4.47M +$3.15M +67,871 +254%
RC
203
Roundview Capital
New Jersey
$4.45M +$3.48K +75 +0.1%
HIMCH
204
Hartford Investment Management Co (HIMCO)
Connecticut
$4.36M -$285K -6,143 -6%
EIM
205
ExxonMobil Investment Management
Texas
$4.19M -$86.2K -1,857 -2%
SCI
206
S&CO Inc
Massachusetts
$4.15M +$1.47M +31,660 +56%
LBG
207
Lloyds Banking Group
United Kingdom
$4.13M -$219K -4,718 -5%
Capstone Investment Advisors
208
Capstone Investment Advisors
New York
$4.12M +$4.04M +87,085 New
LNB
209
Ledyard National Bank
$4.11M -$56.8K -1,225 -1%
CCM
210
Cadence Capital Management
Massachusetts
$4.02M +$3.95M +85,092 New
GIBU
211
Gulf International Bank (UK)
United Kingdom
$3.91M +$3.84M +82,663 New
GI
212
GLG Inc
New York
$3.83M +$1.16M +25,000 +45%
BCM
213
Bourgeon Capital Management
Connecticut
$3.82M -$1.57M -33,800 -29%
ID
214
Integral Derivatives
New York
$3.79M +$3.72M +80,281 New
JAM
215
Jolley Asset Management
North Carolina
$3.74M +$493K +10,629 +16%
WSIB
216
Washington State Investment Board
Washington
$3.7M
BTNA
217
Bremer Trust National Association
Minnesota
$3.69M +$291K +6,267 +9%
COPPSERS
218
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.67M -$795K -17,132 -18%
US Bancorp
219
US Bancorp
Minnesota
$3.66M -$1.77M -38,222 -33%
DADC
220
D.A. Davidson & Co
Montana
$3.66M +$2.79M +60,063 +345%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$3.61M -$229K -4,926 -6%
FAF
222
Fjarde Ap-fonden
Sweden
$3.59M -$344K -7,415 -9%
GH
223
GAM Holding
Switzerland
$3.51M -$333K -7,170 -9%
Calamos Advisors
224
Calamos Advisors
Illinois
$3.31M -$8.12M -175,000 -71%
Royal London Asset Management
225
Royal London Asset Management
United Kingdom
$3.25M +$30.4K +655 +0.9%

MOS Hedge Fund Activity: Q4 2013 in Review

553 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2013, worth a combined $13B — up 21% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MOS positions and 79 closed out — a net gain of 3 holders — while 183 added to existing stakes and 242 trimmed.

The largest buyer was Capital World Investors, adding an estimated $736M. The largest seller was First Eagle Investment Management, cutting an estimated $103M.

  • 553 institutional investors held The Mosaic Company (MOS) as of Q4 2013, up from 552 in Q3 2013.
  • Funds reported $13B of The Mosaic Company stock for Q4 2013, up 21% quarter-over-quarter.
  • 82 funds opened new The Mosaic Company positions in Q4 2013 and 79 closed out, a net change of +3 holders.
  • The largest The Mosaic Company buyer in Q4 2013 was Capital World Investors, an estimated $736M added.
  • The largest The Mosaic Company seller in Q4 2013 was First Eagle Investment Management, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2013.